- Deloitte (Philadelphia, PA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Mclean, VA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Robert Half Finance & Accounting (Albany, NY)
- …management duties; working directly with clients; various other duties typical of a financial planner . Requirements Qualified candidates will have a BA in ... Description A wealth management / financial planning firm in the Albany area is...planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing… more
- Principal Financial Group (Omaha, NE)
- …able to develop and maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) ... 500 companies. We're **No. 9** among companies in the financial services industry. Join us! *Heavy incentive component in...Principal Securities, Inc.'s RIA . + Refer to Principal Financial Network Licensing/Exam Policy for the time frame allowed… more
- Deloitte (Raleigh, NC)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...experience to help clients navigate past complex tax and financial reporting issues. We offer deep insights into their… more
- Deloitte (Raleigh, NC)
- …Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of ... What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group,...and compliance services to clients in the banking and financial services industries. You will work directly with the… more
- Deloitte (Birmingham, AL)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ years total corporate tax experience + A ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...compliance services to a clients in the banking and financial services industries. You will work directly with the… more
- Deloitte (Stamford, CT)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Carter's/OshKosh (Atlanta, GA)
- …our Merchandising, Marketing, Pricing, Allocations and Location Planning teams to achieve key financial objectives for CRI. The Associate Planner is a critical ... customer experience, and delivering results. **35% In-season business management and financial plans:** + Analyze current business to maximize sales and gross… more
- Navy Exchange Services (NEX) (Virginia Beach, VA)
- …240001X9 Note : Incumbent may progress non-competitively to a Merchandise Financial Planner position, NF-04/4B, upon completing qualification requirements and ... than 1 year in the current position. Job Summary: Assist higher-level Merchandise Financial Planner with developing and implementing financial plans,… more